Measuring the Success of Coaching: A Step-by-Step Guide for Measuring Impact and Calculating ROI

by Patricia Pulliam Phillips, Lisa Ann Edwards, Jack J. Phillips

Overview

How can you develop an effective means for measuring return on investment (ROI) in coaching? With its two dedicated sections, Measuring the Success of Coaching discusses both the principles behind measuring ROI in coaching (including specific protocols for objectively measuring ROI in coaching programs), as well as delivering a broad array of pragmatic, applicable case studies from a range of organizations. Some of the specific topics covered in Measuring the Success of Coaching include:

a general introduction to the concepts behind return on investment, and how to calculate it

a discussion of the ROI Methodology™ and the ROI process model

suggestions for effectively planning your ROI evaluation program, data collection, data analysis, and reporting procedures

input and examples of how to improve the coaching process itself

an extensive selection of highly detailed, thoroughly researched case studies of organizations that have developed and implemented programs for measuring ROI in coaching, from a wide variety of industries, and including international companies.

Measuring the Success of Coaching offers a clear, complete, and detailed explanation and treatment of the principles behind return on investment in coaching. It provides a conceptual framework; workable suggestions for developing, implementing and maintaining programs for measuring ROI in coaching; and practical, germane case studies. Measuring the Success of Coaching is a comprehensive resource for trainers, coaches, managers, human resources (HR) personnel, and other professionals interested in or tasked with creating programs for measuring return on investment within organizations.

Product Details

ISBN-13:	9781562868239
Publisher:	Association for Talent Development
Publication date:	04/02/2012
Pages:	240
Product dimensions:	6.80(w) x 9.60(h) x 0.50(d)

About the Author

Jack J. Phillips, PhD, is chairman of the ROI Institute and a world-renowned expert on measurement and evaluation. Phillips provides consulting services for Fortune 500 companies and workshops for major conference providers worldwide. Phillips is also the author or editor of more than 100 articles and 75+ books, including Measuring the Success of Leadership Development: A Step-by-Step Guide for Measuring Impact and Calculating ROI (ATD Press). His work has been featured in theWall Street Journal, Bloomberg Businessweek, Fortune, and on CNN.Lisa Ann Edwards is the founder of Bloom Coaching Institute, an organization that advances coaching effectiveness through research, tools, training and consultation utilizing the ROI Methodology™. Edwards’s coaching work has demonstrated as much as a 251 percent return on investment and has been shown to lift employee engagement nearly 20 percent.As head of Talent Management for Corbis, a Bill Gates' privately owned global media company, Lisa was responsible for designing and implementing effective talent development solutions such as leadership development, management development and coaching programs to ensure talent engagement, improve talent retention and serve to feed the talent pipeline.Lisa is a frequent contributing author to trade publications and has authored or contributed to the following books: Measuring the Success of Coaching: A Step-by-Step Guide to Measuring Impact and Calculating ROI (ASTD Press, 2012); Keep Looking Up (2010); Managing Talent Retention: An ROI Approach (2009) and has contributed case studies or chapters to five additional books. Lisa earned a Master of Science in Experimental Psychology from Southern Methodist University and is a certified coach from The Hudson Institute of Santa Barbara.Patti Phillips is president and CEO of the ROI Institute and is the ATD Certification Institute's 2015 CPLP Fellow. Since 1997, she has worked with organizations in more than 60 countries as they demonstrate the value of a variety of programs and projects. Patti serves on the board of the Center for Talent Reporting, as Distinguished Principal Research Fellow for The Conference Board, and as faculty on the UN System Staff College in Turin, Italy.Patti has written and edited numerous books and articles on the topics of measurement, evaluation, and ROI. Recent publications include Measuring the Success of Leadership Development, Making Human Capital Analytics Work, Measuring the Success of Learning Through Technology, Measuring the Success of Organization Development, andMeasuring Leadership Development: Quantify Your Program's Impact and ROI on Organizational Performance.

Table of Contents

Preface vii

Part I The ROI Methodology: A Credible Approach to Evaluating Your Coaching Interventions 1

Chapter 1 ROI in Coaching: The Basics 3

What Is Coaching? 3

The Evolution of Coaching 3

What Is ROI? 4

Chapter 2 Evaluation Planning and Data Collection 17

Achieving Business Alignment 17

Developing the Evaluation Plans 22

Collecting Data: Considerations 26

Collecting Data: The Methods 27

Generating High Response Rates 38

Defining the Source 40

Determining the Timing of Data Collection 41

Chapter 3 Isolation of Coaching Effects 43

Why Isolating Coaching Effects Is Critical 43

Common Myths about Isolating the Effects of Coaching 44

Techniques to Isolate the Effects of Coaching 45

Selecting Isolation Techniques 58

Chapter 4 Data Conversion, Costs, and ROI 61

Types of Data 61

Data Conversion Methods 65

Five Steps to Data Conversion 72

Fully Loaded Costs 73

ROI Calculation 77

Intangible Benefits 78

Chapter 5 Reporting Results 79

The Importance of Reporting Results 79

Define the Need 79

Identify the Audience 80

Select the Media 83

Develop the Report 84

Evaluate Results 92

Part II Evaluation in Action: Case Studies Describing the Evaluation of Coaching Interventions 93

Chapter 6 Reinventing the Follow-up: A Business Case for Supporting New Hires After They Leave Class Karen Steinhilber Cathleen Forney Krista Sandstrom 95

Chapter 7 Not Coaching as Usual: Making a Difference Through People Mauro Cossu Gianluigi Granieri Lisa Ann Edwards 113

Chapter 8 Self-Coaching as a Catalyst for Work Engagement and a Positive ROI John Kmiec Sandra Dugas Cyndi Gaudet Heather Annulis Mary Nell McNeese Susan Bush 131

Chapter 9 Measuring the Effectiveness, Including ROI, of Training Internal Coaches David Rock Ruth Donde 163

Chapter 10 Coaching for Business Impact: Creating Value, Including ROI, Through Executive Coaching Jack J. Phillips 183

Chapter 11 Measuring ROI in Group Coaching in Transnet Coach Business Rika Tome 203

References for Part I 223

About the ROI Institute 224

Index 225

About the Authors 228